AccountTECH

Today, we’re celebrating a special milestone!

Happy 5th Work Anniversary, Jeezzel!

For the past five years, Jeezzel has been an important part of the AccountTECH team as our HR Coordinator, supporting our employees and helping our HR operations run smoothly.

Thank you for your dedication and everything you contribute to the team.

Congratulations on 5 amazing years, Jeezzel! We’re glad to have you on the team.

Theresa will be in Washington, D.C. for RISMedia’s 38th Annual CEO & Leadership Exchange!

Taking place September 30–October 2 at the Fairmont Georgetown, the event brings together real estate leaders, brokers and innovators for conversations about navigating change and preparing for what’s next.

This year’s theme is “The Real Estate Renaissance: How to Reset and Thrive Amid Change.”

Theresa is looking forward to connecting with fellow industry professionals, exchanging ideas and being part of the conversations shaping the future of real estate.

Will you be attending? Connect with Theresa at the event!

Is It Time to Acquire?

An acquisition can bring more agents, revenue, and market presence. But before moving forward, brokerages need to understand what they are actually buying.

Financial due diligence should go beyond revenue and a basic P&L.

Before an M&A deal, review:

• Revenue trends and sources
• Agent productivity and retention
• Accounts receivable
• Outstanding liabilities
• Operating expenses
• Owner-related and one-time expenses
• Normalized EBITDA
• Revenue and EBITDA per agent
• Cash flow and working capital

A brokerage may look profitable until the underlying financial details are examined.

The goal is to determine whether the financial performance supports the purchase price and the future operating model.

Read the full article: Is It Time to Acquire? The Financial Due Diligence Brokerages Skip Before M&A

&A

AccountTECH is in Barcelona for AI Summit Barcelona 2026.

Our very own Mark and Helkyn are attending the September 22–23 event at the World Trade Center Barcelona, connecting with people building, applying, and shaping the future of AI.

The summit brings together thousands of technology professionals, business leaders, and AI experts to explore the latest developments and practical applications of artificial intelligence.

We're always interested in understanding how emerging technology can support the future of real estate, accounting, and brokerage operations.

If you're attending , connect with Mark and Helkyn!

What does employee turnover really cost a real estate brokerage?

The obvious costs are easy to see: recruiting, hiring, onboarding, and training.

But finance and accounting turnover can create additional costs that are harder to measure:

• Lost productivity
• Delayed reporting
• Added workload for the existing team
• Training time
• Loss of institutional knowledge
• Greater risk of accounting errors
• Disruption to daily financial operations

When a key finance employee leaves, you're replacing more than a person. You're also replacing experience, process knowledge, and familiarity with your brokerage's financial operations.

Is your brokerage accounting for the full cost of turnover?

E&O Insurance and Your Brokerage’s Bottom Line: What to Budget For

E&O insurance is a necessary expense for many real estate brokerages, but the cost goes beyond simply paying the annual premium.

When building your brokerage budget, consider:

• Policy premiums
• Deductibles
• Coverage limits
• Agent count and transaction volume
• Renewal increases
• Potential claim-related costs

Keeping these expenses visible in your financial planning can help you better understand your brokerage’s true operating costs and protect your profit margins.

A good budget accounts for both the expenses you expect and the risks you need to prepare for.

Month-end close: what slows you down the most?

Every finance team has that point in the month when the pressure starts building.

Is it chasing missing documents? Reconciling accounts manually? Waiting for approvals? Or dealing with unexpected adjustments at the last minute?

Vote in our poll:

A. Manual data entry & reconciliations
B. Missing or late documents
C. Approval delays
D. Last-minute adjustments

And if you’ve experienced another month-end headache, tell us about it in the comments.

Franchise or independent brokerage? Your accounting platform should work for your business model.

Every brokerage operates differently. AccountTECH provides accounting and back-office tools designed to support both franchise and independent brokerage environments.

From multi-entity accounting and agent billing to transaction management, bank reconciliation, and financial reporting, AccountTECH brings important accounting workflows together in one platform.

Whether you're managing multiple entities or growing an independent brokerage, you can have the accounting structure and visibility needed to keep your back office organized.

Learn more: https://bit.ly/3K0ZD5d

Today, we’re celebrating **Julie’s 2nd anniversary as our Training Manager at AccountTECH!**

For the past two years, Julie has been helping our team learn, grow, and build the knowledge they need to succeed.

We appreciate her dedication, patience, and the time she puts into supporting our team.

Happy 2nd anniversary, Julie! Thank you for all that you do at AccountTECH. Here’s to another great year ahead!